Patton Charitable Remainder Tr Fdn

MILWAUKEE, WI EIN: 32-6490226

Patton Charitable Remainder Tr Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. IRS filing data is available from 2020 through 2024. As of 2024, the organization holds $782K in total assets. In 2024, it awarded 2 grants totaling $39K. Net investment income was $65K.

Financial Overview

From 2024 IRS Form 990-PF · View filing

Total Assets

$782K

+2.8% YoY

Annual Giving

$39K

-5.6% YoY

Grant Count

+0.0% YoY

Avg Grant Size

$20K

-5.6% YoY

Under IRS private-foundation payout rules, Patton Charitable Remainder Tr Fdn reported a distributable amount of $46K for 2024 — the minimum it must pay out in qualifying distributions.

About Patton Charitable Remainder Tr Fdn

Based on IRS filings

Focus Areas

Philanthropy, Voluntarism & Grantmaking

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Geographic Focus

Where this funder awards grants

Grant Distribution by State

Illinois $202K (100%)

States

Illinois

Cities

ChampaignSpringfield

Financial History

Multi-year comparison from IRS filings

Revenue

Expenses

Qualifying Distributions

Net Investment Income

Metric	2024	2023	2022
Total Assets	$782,170	$761,057	$751,692
Revenue	$79,034	$67,304	$14,044
Expenses	$57,916	$57,498	$67,014
Qualifying Distributions	$42,392	$44,588	$51,607
Net Investment Income	$64,909	$53,571	$4,744
Distributable Amount	$46,220	$42,259	$44,694

Giving Over Time

Total grant dollars and number of grants per year

Grant Insights

How this funder distributes its grants

Top Recipients

Top 2 recipients in 2024

Grant Size Distribution

10 grants across all recorded years

Giving History

Grant recipients and amounts by year

Among its reported 2024 grants, the largest include Siu School of Medicine ($19,685), Brd of Ttee Univ of Illinois ($19,685).

Recipient	Purpose	Amount
SIU SCHOOL OF MEDICINE SPRINGFIELD, IL	SCHOLARSHIP	$19,685
BRD OF TTEE UNIV OF ILLINOIS CHAMPAIGN, IL	SCHOLARSHIP	$19,685

Leadership & Key People

Officers and directors from IRS filings

Compensation Overview

From 2024 IRS filing

From 2024 filing

Name	Title	Hours	Compensation
US BANK N A	TRUSTEE	1	$15,067

Subject Areas

Focus areas based on grantmaking activity

Philanthropy, Voluntarism & Grantmaking

Frequently Asked Questions

What is Patton Charitable Remainder Tr Fdn?

Patton Charitable Remainder Tr Fdn is a private foundation focused on Philanthropy, Voluntarism & Grantmaking, based in MILWAUKEE, WI. It holds $782K in total assets as of 2024.

How large is Patton Charitable Remainder Tr Fdn?

As of 2024, Patton Charitable Remainder Tr Fdn holds $782K in total assets with $79K in annual revenue. It awarded 2 grants totaling $39K in 2024.

Where does Patton Charitable Remainder Tr Fdn operate?

Patton Charitable Remainder Tr Fdn has awarded grants in Illinois.

What size grants does Patton Charitable Remainder Tr Fdn award?

In 2024, Patton Charitable Remainder Tr Fdn awarded 2 grants totaling $39K — an average of about $20K per grant, based on its IRS Form 990 filings.

How much is Patton Charitable Remainder Tr Fdn required to give away each year?

Private foundations must generally distribute about 5% of their assets annually. For 2024, Patton Charitable Remainder Tr Fdn reported a distributable amount of $46K on its IRS Form 990-PF — the minimum it must pay out in qualifying distributions.

What is Patton Charitable Remainder Tr Fdn's EIN?

Patton Charitable Remainder Tr Fdn's EIN (Employer Identification Number) is 32-6490226. IRS Form 990 filing data is available on this page for 2020–2024.